AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.39%
This Quarter Est. Return
1 Year Est. Return
+31.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.8B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,126
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$16.7M
3
+$16.1M
4
TMO icon
Thermo Fisher Scientific
TMO
+$15M
5
JNJ icon
Johnson & Johnson
JNJ
+$14.7M

Top Sells

1
+$26.9M
2
+$14.8M
3
+$10.2M
4
BMY icon
Bristol-Myers Squibb
BMY
+$7.13M
5
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$6.4M

Sector Composition

1 Financials 16.84%
2 Technology 14.99%
3 Healthcare 13.94%
4 Consumer Staples 9.08%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$384K ﹤0.01%
20,499
+223
1602
$384K ﹤0.01%
6,666
+259
1603
$383K ﹤0.01%
68,106
-6,763
1604
$383K ﹤0.01%
8,952
+225
1605
$383K ﹤0.01%
27,561
+3,105
1606
$383K ﹤0.01%
5,227
+94
1607
$382K ﹤0.01%
30,092
+3,173
1608
$381K ﹤0.01%
8,725
+2,630
1609
$379K ﹤0.01%
12,105
+138
1610
$379K ﹤0.01%
+1,750
1611
$378K ﹤0.01%
22,314
+6,314
1612
$378K ﹤0.01%
10,400
+1,186
1613
$378K ﹤0.01%
12,210
+1,068
1614
$377K ﹤0.01%
10,337
+201
1615
$377K ﹤0.01%
17,306
+1,565
1616
$376K ﹤0.01%
7,812
-23
1617
$375K ﹤0.01%
15,583
+668
1618
$375K ﹤0.01%
8,020
+1,753
1619
$372K ﹤0.01%
8,092
+1,717
1620
$370K ﹤0.01%
10,080
+3,366
1621
$370K ﹤0.01%
9,268
-190
1622
$368K ﹤0.01%
15,941
+1,194
1623
$368K ﹤0.01%
24,566
-5,612
1624
$367K ﹤0.01%
15,824
+1,060
1625
$366K ﹤0.01%
16,450
+704
63 64
65
66 67